June 21, 2020 by Dan • Straight Talk

Friday on our seventh weekly episode of Straight Talk, I discuss markets and macro with my good friend Guy Adami and my good virtual friend Sven Henrich aka The Northman Trader, hosted on Sven’s YouTube channel. In this week’s …

Continue reading
June 18, 2020 by Dan • Trade Ideas

Back on March 30th, I made a bullish case for shares of SIRI (read here) when the stock was just under $5: In 2019, the company  (SIRI) reported net income of $1.2 billion on $7.8 …

Continue reading
June 18, 2020 by Dan • MorningWord

Back in olden times, when market-moving information was a lot harder to come by (ie not in a moments notice on your iPhone), many stock market investors leaned on technical analysis as much as they …

Continue reading
June 17, 2020 by Dan • Trade Ideas

My good friend Carter Braxton Worth, who many of you know from CNBC’s Fast Money and Options Action, but also the resident technician extraordinaire over at Cornerstone Macro Research had an interesting observation this morning …

Continue reading
June 16, 2020 by Dan • Trade Ideas

Today after the close Oracle (ORCL) will report its fiscal Q4 results. The options market is implying about a 6% one day move tomorrow which is above its 10-year average of about 5%, but well …

Continue reading
June 15, 2020 by Dan • Trade Ideas

This morning when U.S. stock markets opened down 2% one of the early bright spots was cloud-based software stocks with some like Zoom (ZM) quickly rallying 6% in the first hour of trading. This is …

Continue reading